See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,443 | $102,317-14.5% | $146,958-40.5% | $80,856+8.1% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.2%-7.9pp | 67.6%+6.6pp |
| Annual return | 24.77% | 134.76%-110.0pp | 418.34%-393.6pp | 35.59%-10.8pp |
| Employer contribution / active EE | $6,126 | $3,713+65.0% | $4,933+24.2% | $2,755+122.4% |
| Participant deferral / active EE | $13,427 | $6,644+102.1% | $8,070+66.4% | $4,296+212.6% |
| Admin fee / account holder | $13,513 | $7,941+70.2% | $12,998+4.0% | $6,918+95.3% |